FVD icon

First Trust Value Line Dividend Fund

538 hedge funds and large institutions have $5.98B invested in First Trust Value Line Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 253 reducing their positions, and 33 closing their positions.

Holders
538
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.78%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.41%
New
62
Increased
153
Reduced
253
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$973M 21,391,741 -1,047,787 -5%
LPL Financial
2
LPL Financial
California
$799M 17,561,504 -976,898 -5%
Bank of America
3
Bank of America
North Carolina
$325M 7,148,609 +212,416 +3%
Wells Fargo
4
Wells Fargo
California
$317M 6,977,250 -244,201 -3%
Ameriprise
5
Ameriprise
Minnesota
$208M 4,580,040 -576,583 -11%
UBS Group
6
UBS Group
Switzerland
$195M 4,277,682 -203,400 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$182M 3,998,532 -218,929 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$179M 3,930,939 -734,999 -16%
RJA
9
Raymond James & Associates
Florida
$167M 3,664,125 -187,632 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$166M 3,644,544 -171,967 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$125M 2,740,283 -419,005 -13%
Stifel Financial
12
Stifel Financial
Missouri
$110M 2,418,502 -48,011 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$94.5M 2,077,021 -182,853 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$84.4M 1,856,057 -148,996 -7%
HighTower Advisors
15
HighTower Advisors
Illinois
$83.3M 1,830,718 -156,429 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$74.1M 1,629,781 -231,173 -12%
Truist Financial
17
Truist Financial
North Carolina
$67.1M 1,475,122 +8,702 +0.6%
PAG
18
Private Advisor Group
New Jersey
$56.9M 1,251,698 -86,857 -6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$51.8M 1,138,107 -613,739 -35%
TC
20
Trilogy Capital
California
$51.1M 1,123,033 +19,359 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$47.2M 1,037,375 +533,421 +106%
KAS
22
Kestra Advisory Services
Texas
$44.6M 981,424 -24,747 -2%
PFS
23
Prospera Financial Services
Texas
$38.2M 839,201 +5,675 +0.7%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$35M 768,899 -10,365 -1%
HI
25
Harbour Investments
Wisconsin
$34.8M 764,215 -190,530 -20%